Stock Institutional Ownership and Shareholders

SecurityIBTX / Independent Bank Group, Inc. (45384B106)
President and CEOODDLEIFSON CHRISTOPHER
Institutional Owners119
Institutional Shares15,197,007
Outstanding Shares27,513,099 (as of 2017-09-30)
Institutional Value$ 1,702,565,000 USD
Related IBCP / Independent Bank Corp.
INDB / Independent Bank Corp.

Independent Bank Group, Inc. (NASDAQ:IBTX) has 119 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 15,197,007 shares. Largest shareholders include Stone Point Capital Llc, Trident IV LP, Wellington Management Group Llp, BlackRock Inc., Price T Rowe Associates Inc /md/, Goldman Sachs Group Inc, Vanguard Group Inc, Dimensional Fund Advisors Lp, Alliancebernstein L.p., and State Street Corp.



Independent Bank Group, Inc. (NASDAQ:IBTX) ownership summary shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds more than 5% of the company and intends to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

File DateFormInvestor Opt Prev Shares Current Shares Change
(Percent)
Prev Value (x$1000) Current Value (x$1000) Change
(Percent)
2017-11-14 13F-HR ROYAL BANK OF CANADA 860 5,730 566.28 51 346 578.43
2017-11-14 13F-HR MENDON CAPITAL ADVISORS CORP 45,820 0 -100.00 2,726 0 -100.00
2017-11-13 13F-HR NORTHERN TRUST CORP 209,830 220,536 5.10 12,486 13,298 6.50
2017-10-10 13F-HR AMERICAN NATIONAL BANK 6,276 6,276 0.00 373 378 1.34
2017-11-14 13F-HR JACOBS LEVY EQUITY MANAGEMENT, INC 10,960 8,650 -21.08 652 522 -19.94
2017-08-08 13F-HR THOMAS WHITE INTERNATIONAL LTD 90 0 -100.00 6 0 -100.00
2017-11-14 13F-HR BANC FUNDS CO LLC 38,500 22,800 -40.78 2,291 1,375 -39.98
2017-11-14 13F-HR NEXT CENTURY GROWTH INVESTORS LLC 174,022 132,921 -23.62 10,354 8,015 -22.59
2017-10-30 13F-HR EMERALD MUTUAL FUND ADVISERS TRUST 15,731 15,731 0.00 936 949 1.39
2017-11-13 13F-HR US BANCORP \DE\ 8,923 10,952 22.74 531 660 24.29
2017-07-18 13F-HR Aperio Group, LLC 3,147 0 -100.00 202 0 -100.00
2017-11-14 13F-HR QS Investors, LLC 20,650 0 -100.00 1,229 0 -100.00
2017-08-14 13F-HR D. E. Shaw & Co., Inc. 7,645 0 -100.00 492 0 -100.00
2017-11-14 13F-HR CASTINE CAPITAL MANAGEMENT, LLC 89,353 121,538 36.02 5,317 7,328 37.82
2017-11-14 13F-HR UBS Group AG 10,217 11,216 9.78 607 676 11.37
2017-11-14 13F-HR FRED ALGER MANAGEMENT INC 323,903 229,286 -29.21 19,272 13,826 -28.26
2017-10-03 13F-HR Eqis Capital Management, Inc. 5,313 5,822 9.58 316 351 11.08
2017-11-13 13F-HR ENVESTNET ASSET MANAGEMENT INC 8,552 8,198 -4.14 510 495 -2.94
2017-11-14 13F-HR OPPENHEIMER ASSET MANAGEMENT INC. 340 220 -35.29 20 13 -35.00
2017-11-13 13F-HR TIAA CREF INVESTMENT MANAGEMENT LLC 46,901 46,402 -1.06 2,791 2,798 0.25
2017-10-16 13F-HR BANK OF MONTREAL /CAN/ 31 31 0.00 2 2 0.00
2017-11-03 13F-HR Swiss National Bank 20,452 20,452 0.00 1,217 1,233 1.31
2017-11-14 13F-HR CREDIT SUISSE AG/ 10,107 14,789 46.32 602 891 48.01
2017-11-06 13F-HR NEW YORK STATE COMMON RETIREMENT FUND 18,900 18,900 0.00 1,125 1,140 1.33
2017-11-14 13F-HR Tower Research Capital LLC (TRC) 200 1,611 705.50 12 97 708.33
2017-10-17 13F-HR Cutler Group LP Put 600 0 -100.00 0 0
2017-11-14 13F-HR AQR CAPITAL MANAGEMENT LLC 28,074 23,225 -17.27 1,670 1,400 -16.17
2017-10-17 13F-HR Cutler Group LP Call 0 1,400 0 2
2017-11-14 13F-HR METROPOLITAN LIFE INSURANCE CO/NY 12,213 12,213 0.00 727 736 1.24
2017-11-14 13F-HR PANAGORA ASSET MANAGEMENT INC 32,488 15,613 -51.94 1,933 941 -51.32
2017-08-10 13F-HR AMERIPRISE FINANCIAL INC 19,978 0 -100.00 1,284 0 -100.00
2017-11-08 13F-HR Zurcher Kantonalbank (Zurich Cantonalbank) 960 960 0.00 57 58 1.75
2017-10-20 13F-HR MEEDER ASSET MANAGEMENT INC 23 0 -100.00 1 0 -100.00
2017-11-06 13F-HR Bank of New York Mellon Corp 92,662 96,227 3.85 5,513 5,802 5.24
2017-11-14 13F-HR PRICE T ROWE ASSOCIATES INC /MD/ 827,430 828,330 0.11 49,232 49,948 1.45
2017-11-13 13F-HR MUFG Americas Holdings Corp 65 4
2017-11-14 13F-HR TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 13,764 830
2017-08-11 13F-HR MENTA CAPITAL LLC 34,630 0 -100.00 2,227 0 -100.00
2017-11-13 13F-HR Bb&t Investment Services, Inc. 23 61 165.22 1 3 200.00
2017-11-06 13F-HR RHUMBLINE ADVISERS 20,151 20,343 0.95 1,199 1,227 2.34
2017-11-14 13F-HR FIFTH THIRD BANCORP 33 0 -100.00 2 0 -100.00
2017-08-24 13F-HR/A-1 LORD, ABBETT & CO. LLC 93,997 0 -100.00 6,044 0
2017-11-14 13F-HR Voya Investment Management LLC 7,454 278,839 3,640.80 444 16,814 3,686.94
2017-11-13 13F-HR ALLIANCEBERNSTEIN L.P. 541,800 641,718 18.44 32,237 38,696 20.04
2017-11-06 13F-HR ADELL HARRIMAN & CARPENTER INC 11,472 11,472 0.00 682,584 691,762 1.34
2017-10-17 13F-HR Cutler Group LP 18 0 -100.00 1 0 -100.00
2017-11-14 13F-HR TWO SIGMA ADVISERS, LP 18,800 7,000 -62.77 1,119 422 -62.29
2017-11-14 13F-HR Invesco Ltd. 22,594 7,420 -67.16 1,344 447 -66.74
2017-11-14 13F-HR UNITED CAPITAL FINANCIAL ADVISERS, LLC 7,275 7,969 9.54 433 481 11.09
2017-10-27 13F-HR Linscomb & Williams, Inc. 35,957 35,957 0.00 2,139 2,168 1.36
2017-08-11 13F-HR 1492 Capital Management LLC 10,242 0 -100.00 659 0 -100.00
2017-11-14 13F-HR MALTESE CAPITAL MANAGEMENT LLC 19,800 0 -100.00 1,178 0 -100.00
2017-11-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Put 58,100 13,600 -76.59 3,457 820 -76.28
2017-10-12 13F-HR SHEETS SMITH WEALTH MANAGEMENT 9,936 0 -100.00 591 0 -100.00
2017-11-14 13F-HR BANK OF AMERICA CORP /DE/ 64,387 98,052 52.29 3,831 5,912 54.32
2017-11-09 13F-HR WELLS FARGO & COMPANY/MN 28,882 41,102 42.31 1,718 2,478 44.24
2017-11-13 13F-HR DIMENSIONAL FUND ADVISORS LP 523,915 644,395 23.00 31,173 38,857 24.65
2017-11-08 13F-HR CHARTWELL INVESTMENT PARTNERS, LLC 202,243 300,720 48.69 12,033 18,133 50.69
2017-11-14 13F-HR FJ Capital Management LLC 5,000 302
2017-11-14 13F-HR DEUTSCHE BANK AG\ 24,745 24,119 -2.53 1,471 1,451 -1.36
2017-08-08 13F-HR Airain ltd 0 4,307 0 256
2017-10-31 13F-HR STONE POINT CAPITAL LLC 1,763,172 1,763,172 0.00 104,909 106,319 1.34
2017-11-14 13F-HR STATE STREET CORP 449,148 448,484 -0.15 26,725 27,039 1.17
2017-08-14 13F-HR Horizon Investment Services, LLC 4,630 0 -100.00 298 0 -100.00
2017-10-26 13F-HR Acrospire Investment Management LLC 598 0 -100.00 36 0 -100.00
2017-11-14 13F-HR HARBOURVEST PARTNERS LLC 753,300 253,755 -66.31 44,821 15,301 -65.86
2017-11-14 13F-HR Atlantic Trust Group, LLC 338,054 20,385
2017-08-09 13F-HR JP MORGAN CHASE & CO 3,545 0 -100.00 228 0 -100.00
2017-11-14 13F-HR MORGAN STANLEY 34,706 74,367 114.28 2,065 4,484 117.14
2017-10-23 13F-HR STRS OHIO 0 17,448 0 1,052
2017-11-14 13F-HR River Oaks Capital LLC 38,700 45,432 17.40 2,303 2,740 18.98
2017-11-14 13F-HR CAPSTONE INVESTMENT ADVISORS, LLC 5,000 0 -100.00 297 0 -100.00
2017-11-06 13F-HR SEI INVESTMENTS CO 161 171 6.21 9 10 11.11
2017-11-14 13F-HR PUTNAM INVESTMENTS LLC 49,100 75,600 53.97 2,921 4,559 56.08
2017-11-14 13F-HR D. E. Shaw & Co., Inc. Call 20,000 10,000 -50.00 1,190 603 -49.33
2017-08-18 13F-HR WFG Advisors, LP 1,320 27,420 1,977.27 85 1,631 1,818.82
2017-11-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Call 7,400 23,600 218.92 440 1,423 223.41
2017-10-23 13F-HR Nationwide Fund Advisors 21,394 39,729 85.70 1,273 2,396 88.22
2017-08-14 13F-HR Hillsdale Investment Management Inc. 150 0 -100.00 10 0 -100.00
2017-08-09 13F-HR Matarin Capital Management, LLC 48,790 0 -100.00 3,137,197 0 -100.00
2017-11-14 13F-HR Nuveen Asset Management, LLC 12,376 13,048 5.43 736 787 6.93
2017-10-12 13F-HR Mesirow Financial Investment Management, Inc. 8,549 8,767 2.55 509 529 3.93
2017-11-13 13F-HR CITIGROUP INC 244 55 -77.46 14 3 -78.57
2017-08-16 13F-HR/A-1 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2,790 0 -100.00 179 0 -100.00
2017-11-13 13F-HR Royce & Associates LLC 18,600 18,600 0.00 1,107 1,122 1.36
2017-11-03 13F-HR ALPS ADVISORS INC 7,559 8,354 10.52 450 504 12.00
2017-08-11 13F-HR EAM Investors, LLC 59,186 0 -100.00 3,806 0 -100.00
2017-11-14 13F-HR PEAK6 Investments, L.P. Call 16,800 17,300 2.98 1,000 1,043 4.30
2017-11-14 13F-HR TWO SIGMA INVESTMENTS LLC 0 7,919 0 478
2017-11-14 13F-HR VANGUARD GROUP INC 616,447 703,642 14.14 36,678 42,429 15.68
2017-11-14 13F-HR Verition Fund Management LLC 4,045 244
2017-11-02 13F-HR PRUDENTIAL FINANCIAL INC 25,870 19,230 -25.67 1,539 1,160 -24.63
2017-10-16 13F-HR CASTLE CREEK CAPITAL PARTNERS IV, LP 342,532 342,532 0.00 20,381 20,655 1.34
2017-11-14 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 14,114 13,901 -1.51 840 838 -0.24
2017-08-07 13F-HR Geneva Advisors, LLC 360,390 342,252 -5.03 23,173 20,364 -12.12
2017-11-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,447 13,216 -24.25 1,122 797 -28.97
2017-11-03 13F-HR DOLIVER CAPITAL ADVISORS, INC. 19,011 1,146
2017-11-06 13F-HR John W. Rosenthal Capital Management, Inc. 35,600 2,147
2017-11-06 13F-HR Advisor Group, Inc. 270 463 71.48 16 28 75.00
2017-10-30 13F-HR MESIROW FINANCIAL INVESTMENT MANAGEMENT US VALUE EQUITY 282,673 288,383 2.02 16,820 17,389 3.38
2017-11-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 2,565 2,726 6.28 153 165 7.84
2017-11-09 13F-HR CITADEL ADVISORS LLC 10,534 3,453 -67.22 627 208 -66.83
2017-11-14 13F-HR JANE STREET GROUP, LLC 0 5,378 0 324
2017-08-14 13F-HR Connor, Clark & Lunn Investment Management Ltd. 7,700 0 -100.00 495 0 -100.00
2017-12-06 SC 13D/A Trident IV LP 1,875,716 1,322,378 -29.50
2017-11-13 13F-HR WELLINGTON MANAGEMENT GROUP LLP 901,654 1,101,250 22.14 53,649 66,405 23.78
2017-11-13 13F-HR CAPTRUST FINANCIAL ADVISORS 256 0 -100.00 15 0 -100.00
2017-11-14 13F-HR RMB Capital Management, LLC 102,632 102,632 0.00 6,107 6,189 1.34
2017-10-27 13F-HR VICTORY CAPITAL MANAGEMENT INC 2,658 2,969 11.70 158 179 13.29
2017-11-14 13F-HR BRIDGEWAY CAPITAL MANAGEMENT INC 35,037 35,037 0.00 2,085 2,113 1.34
2017-08-14 13F-HR QUADRANT CAPITAL GROUP LLC 25 0 -100.00 1 0 -100.00
2017-11-20 13F-HR/A-1 ClariVest Asset Management LLC 7,669 7,977 4.02 456 481 5.48
2017-08-15 13F-HR ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 23,916 0 -100.00 1,538 0 -100.00
2017-11-03 13F-HR Goodman Financial Corp 13,934 13,934 0.00 829 840 1.33
2017-11-15 13F-HR CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 6,100 10,531 72.64 363 635 74.93
2017-10-31 13F-HR Sapphire Star Partners LP 3,602 0 -100.00 214 0 -100.00
2017-08-11 13F-HR KCG HOLDINGS, INC. 3,334 4,213 26.36 208 251 20.67
2017-10-31 13F-HR DUPONT CAPITAL MANAGEMENT Corp 10,584 10,584 0.00 630 638 1.27
2017-11-14 13F-HR TWO SIGMA SECURITIES, LLC 3,680 222
2017-08-07 13F-HR Karp Capital Management Corp 3,147 0 -100.00 202 0 -100.00
2017-11-14 13F-HR BRINKER CAPITAL INC 4,197 253
2017-11-09 13F-HR Trexquant Investment LP 7,883 0 -100.00 469 0 -100.00
2017-08-14 13F-HR Invictus RG 735 0 -100.00 47 0 -100.00
2017-11-09 13F-HR Legal & General Group Plc 4,472 6,872 53.67 266 415 56.02
2017-11-14 13F-HR CORNERCAP INVESTMENT COUNSEL INC 9,625 0 -100.00 573 0 -100.00
2017-11-14 13F-HR PEAK6 Investments, L.P. Put 2,100 1,300 -38.10 125 78 -37.60
2017-07-21 13F-HR WealthTrust-Arizona, LLC 45 0 -100.00 3 0 -100.00
2017-11-20 13F-HR GSA CAPITAL PARTNERS LLP 33,908 12,300 -63.73 2,018 742 -63.23
2017-10-17 13F-HR Summit Creek Advisors LLC 113,967 158,986 39.50 6,781 9,587 41.38
2017-11-13 13F-HR SCHWAB CHARLES INVESTMENT MANAGEMENT INC 59,275 85,425 44.12 3,527 5,152 46.07
2017-11-02 13F-HR Hodges Capital Management Inc. 319,057 277,242 -13.11 18,984 16,718 -11.94
2017-11-09 13F-HR AMERICAN INTERNATIONAL GROUP INC 10,953 11,838 8.08 652 714 9.51
2017-11-14 13F-HR Navellier & Associates Inc 3,777 0 -100.00 225 0 -100.00
2017-11-03 13F-HR BNP PARIBAS ARBITRAGE, SA 1,885 2,908 54.27 112,158 175,352 56.34
2017-08-11 13F-HR MCKINLEY CAPITAL MANAGEMENT LLC /DELAWARE 200 0 -100.00 13 0 -100.00
2017-11-14 13F-HR BlackRock Inc. 1,028,596 1,083,545 5.34 61,200 65,338 6.76
2017-11-14 13F-HR GEODE CAPITAL MANAGEMENT, LLC 126,127 172,833 37.03 7,504 10,421 38.87
2017-10-31 13F-HR STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 7,977 7,977 0.00 475 481 1.26
2017-11-14 13F-HR GOLDMAN SACHS GROUP INC 525,689 706,224 34.34 31,279 42,585 36.15
2017-11-14 13F-HR WESTWOOD HOLDINGS GROUP INC 29,151 23,542 -19.24 1,734 1,420 -18.11
2017-11-13 13F-HR CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 31,263 28,249 -9.64 1,860 1,703 -8.44
2017-11-09 13F-HR FRONTIER INVESTMENT MGMT CO 228,403 247,235 8.25 13,590 14,908 9.70
2017-11-13 13F-HR Employees Retirement System of Texas 22,000 22,000 0.00 1,309 1,327 1.38
2017-11-08 13F-HR Cortina Asset Management, LLC 98,179 97,309 -0.89 5,842 5,868 0.45
2017-11-08 13F-HR Edge Advisors, Llc 490 490 0.00 29 29 0.00
2017-10-24 13F-HR FIRST TRUST ADVISORS LP 79,444 43,567 -45.16 4,727 2,627 -44.43
2017-11-14 13F-HR RGT Capital Management, Ltd. 3,607 3,607 0.00 215 218 1.40
2017-11-13 13F-HR TEACHERS ADVISORS INC 31,352 31,650 0.95 1,865 1,908 2.31
2017-11-08 13F-HR Yorktown Management & Research Co Inc 5,350 323
2017-12-01 13F-HR/A-1 Axa 4,800 0 -100.00 286 0 -100.00
2017-11-09 13F-HR GREAT WEST LIFE ASSURANCE CO /CAN/ 1,232 1,232 0.00 73 74 1.37
2017-11-02 13F-HR PRINCIPAL FINANCIAL GROUP INC 159,589 159,243 -0.22 9,495 9,602 1.13
2017-11-07 13F-HR Russell Investments Group, Ltd. 82,341 164,331 99.57 4,900 9,909 102.22
2017-10-25 13F-HR PEREGRINE CAPITAL MANAGEMENT LLC 222,595 227,122 2.03 13,244 13,695 3.41
2017-12-14 13F-HR/A-1 PARAMETRIC PORTFOLIO ASSOCIATES LLC 39,641 26,385 -33.44 2,359 1,591 -32.56
2017-11-15 13F-HR Ameritas Investment Partners, Inc. 1,550 1,550 0.00 92 86 -6.52
2017-08-14 13F-HR DRIEHAUS CAPITAL MANAGEMENT LLC 23,105 0 -100.00 1,486 0 -100.00
2017-11-14 13F-HR BARCLAYS PLC 13 2,620 20,053.85 1 158 15,700.00
2017-11-14 13F-HR MILLENNIUM MANAGEMENT LLC 113,237 10,854 -90.41 6,738 654 -90.29
CUSIP: 45384B106